Skip to content
Disclosery

Beverly Hills Private Wealth, LLC: V position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Beverly Hills Private Wealth, LLC on V, newest first. How the timeline and the estimate are built.

Beverly Hills Private Wealth, LLC held 29,361 V shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 29,361 shares
    Change vs previous 13F +2,102 shares

    1.94% of the 13F portfolio, value $10,073,504.

    13F-HR 0001965710-26-000005 filed by Beverly Hills Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 27,259 shares
    Change vs previous 13F +9,130 shares

    1.37% of the 13F portfolio, value $8,238,789.

    13F-HR 0001085146-26-000375 filed by Beverly Hills Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F/A 18,129 shares
    Change vs previous 13F +2,634 shares

    1.09% of the 13F portfolio, value $6,358,111.

    13F-HR/A 0001085146-26-000231 filed by Beverly Hills Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 15,495 shares
    Change vs previous 13F +1,211 shares

    0.93% of the 13F portfolio, value $5,289,770.

    13F-HR 0001085146-25-005976 filed by Beverly Hills Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 14,284 shares
    Change vs previous 13F -934 shares

    0.95% of the 13F portfolio, value $5,071,624.

    13F-HR 0001085146-25-004273 filed by Beverly Hills Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 15,218 shares
    Change vs previous 13F +393 shares

    1.06% of the 13F portfolio, value $5,333,390.

    13F-HR 0001085146-25-002465 filed by Beverly Hills Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 14,825 shares
    Change vs previous 13F +799 shares

    0.95% of the 13F portfolio, value $4,685,344.

    13F-HR 0001085146-25-001381 filed by Beverly Hills Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 14,026 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $3,856,496.

    13F-HR 0001085146-24-005494 filed by Beverly Hills Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).